Paraplanner Hybrid Bath

The Progress Shed Careers; United Kingdom; On-site; GBP 35,000 - 45,000; Full time

Job summary

A reputable financial planning firm in the United Kingdom is seeking a skilled Paraplanner to support a high-performing Adviser. The role includes conducting investment portfolio reviews, preparing suitability reports, and ensuring compliance with regulations in a dynamic environment. Ideal candidates will be working towards relevant qualifications in financial planning and have experience in the field. This position offers the chance to work in a professional team with a focus on high-quality client service.

Qualifications

• Working towards or holding relevant qualifications in financial planning.
• Experience in paraplanning within a financial services environment.

Responsibilities

• Conduct investment portfolio reviews, including asset allocation analysis.
• Compile illustrations, projections, and supporting documentation.
• Prepare suitability reports and client service agreement letters.
• Ensure client files comply with FCA regulations and internal policies.

Job description

Key Responsibilities

Writing suitability reports; preparing client review packs; managing illustration requests.

The Role

Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment.

The Business

Our client is a well-respected Financial Planning firm with an excellent reputation. The team takes pride in delivering high-quality work, prioritising client care, and providing bespoke financial solutions. They enjoy long-standing client relationships, exceptional retention rates, and have experienced consistent growth. The firm is forward‑thinking, embraces technology, and prides itself on technical expertise and outstanding customer service.

Responsibilities

Conduct investment portfolio reviews, including asset allocation analysis aligned to clients' attitude to risk; compile investment, pension, and protection illustrations, projections and supporting documentation; prepare suitability reports and client service agreement letters; assist with checking valuations; ensure all client files comply with FCA regulations and internal policies; deliver a comprehensive Paraplanner service within an IFA environment.

Requirements

Working towards or hol...